Legacy Financial Group, Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$378.4M
Q ending 2026-03-31
Prior quarter
$381.4M
Q ending 2025-12-31
Change
-0.8% QoQ · +21.5% YoY
Positions
89
reported holdings
Largest positions
All 89 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| American Centy Etf Tr | AVUS | Shares | $40.4M | 363K |
| Vanguard Index Fds | VUG | Shares | $31.7M | 73K |
| Dimensional Etf Trust | DFUV | Shares | $22.7M | 468K |
| Dimensional Etf Trust | DFSD | Shares | $22.4M | 467K |
| Dimensional Etf Trust | DFAI | Shares | $22.0M | 564K |
| Dimensional Etf Trust | DFAX | Shares | $21.9M | 645K |
| Dimensional Etf Trust | DFAC | Shares | $21.4M | 550K |
| Dimensional Etf Trust | DUHP | Shares | $18.4M | 501K |
| Dimensional Etf Trust | DFUS | Shares | $16.6M | 234K |
| Dimensional Etf Trust | DFAU | Shares | $14.9M | 329K |
| Dimensional Etf Trust | DFCF | Shares | $14.1M | 333K |
| Vanguard Charlotte Fds | BNDX | Shares | $10.4M | 217K |
| Dimensional Etf Trust | DFLV | Shares | $10.2M | 287K |
| Apple Inc | AAPL | Shares | $9.8M | 39K |
| Dimensional Etf Trust | DFAT | Shares | $9.5M | 152K |
| Dimensional Etf Trust | DFAE | Shares | $6.4M | 188K |
| Schwab Strategic Tr | SCHX | Shares | $6.2M | 241K |
| Dimensional Etf Trust | DFAR | Shares | $4.8M | 203K |
| Oneok Inc New | OKE | Shares | $4.5M | 50K |
| Ishares Tr | IWF | Shares | $4.2M | 10K |
| Vanguard Index Fds | VNQ | Shares | $3.9M | 44K |
| Dimensional Etf Trust | DFEM | Shares | $3.8M | 109K |
| Dimensional Etf Trust | DFIC | Shares | $3.4M | 96K |
| American Centy Etf Tr | AVLV | Shares | $3.3M | 41K |
| Dimensional Etf Trust | DFAS | Shares | $3.2M | 45K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $3.0M | 6K |
| Ishares Tr | SUB | Shares | $2.9M | 27K |
| Nvidia Corporation | NVDA | Shares | $2.8M | 16K |
| Dimensional Etf Trust | DFNM | Shares | $2.7M | 56K |
| Dimensional Etf Trust | DFSV | Shares | $2.6M | 74K |
| Alphabet Inc | GOOG | Shares | $2.4M | 8K |
| Microsoft Corp | MSFT | Shares | $2.2M | 6K |
| Vanguard Malvern Fds | VTIP | Shares | $2.2M | 44K |
| Walmart Inc | WMT | Shares | $1.7M | 13K |
| Ishares Tr | IVV | Shares | $1.4M | 2K |
| Amazon Com Inc | AMZN | Shares | $1.3M | 6K |
| American Centy Etf Tr | AVLC | Shares | $1.2M | 16K |
| Alphabet Inc | GOOGL | Shares | $1.1M | 4K |
| Bancfirst Corp | BANF | Shares | $1.0M | 10K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $968K | 1K |
| Dimensional Etf Trust | DFAW | Shares | $929K | 13K |
| Vanguard Index Fds | VTI | Shares | $823K | 3K |
| American Centy Etf Tr | AVUQ | Shares | $778K | 14K |
| Caterpillar Inc | CAT | Shares | $761K | 1K |
| American Centy Etf Tr | AVUV | Shares | $729K | 7K |
| Williams Cos Inc | WMB | Shares | $643K | 9K |
| Palantir Technologies Inc | PLTR | Shares | $632K | 4K |
| Progressive Corp | PGR | Shares | $630K | 3K |
| Exxon Mobil Corp | XOM | Shares | $602K | 4K |
| Invesco Qqq Tr | QQQ | Shares | $579K | 1K |
| Jpmorgan Chase & Co | JPM | Shares | $555K | 2K |
| Vanguard World Fd | VGT | Shares | $531K | 762 |
| Abbvie Inc | ABBV | Shares | $488K | 2K |
| Vanguard Index Fds | VV | Shares | $446K | 1K |
| Chevron Corporation | CVX | Shares | $427K | 2K |
| Meta Platforms Inc | META | Shares | $413K | 722 |
| Select Sector Spdr Tr | XLK | Shares | $411K | 3K |
| Mcdonalds Corp | MCD | Shares | $409K | 1K |
| Vanguard Index Fds | VOO | Shares | $404K | 677 |
| Oge Energy Corp | OGE | Shares | $402K | 8K |
| Philip Morris Intl Inc | PM | Shares | $395K | 2K |
| Select Sector Spdr Tr | XLI | Shares | $348K | 2K |
| Broadcom Inc | AVGO | Shares | $338K | 1K |
| Nextera Energy Inc | NEE | Shares | $337K | 4K |
| Ishares Tr | IYY | Shares | $335K | 2K |
| Johnson & Johnson | JNJ | Shares | $325K | 1K |
| Dimensional Etf Trust | DUSB | Shares | $310K | 6K |
| Alliance Resource Partners L | ARLP | Shares | $293K | 11K |
| Ishares Tr | IWB | Shares | $290K | 813 |
| Enterprise Prods Partners L | EPD | Shares | $288K | 8K |
| Conocophillips | COP | Shares | $287K | 2K |
| Tesla Inc | TSLA | Shares | $286K | 770 |
| Verizon Communications Inc | VZ | Shares | $274K | 5K |
| Merck & Co Inc | MRK | Shares | $272K | 2K |
| Rtx Corporation | RTX | Shares | $255K | 1K |
| Costco Wholesale Corporation | COST | Shares | $246K | 247 |
| Vanguard Admiral Fds Inc | VOOV | Shares | $245K | 1K |
| Eli Lilly & Co | LLY | Shares | $242K | 263 |
| American Express Co | AXP | Shares | $237K | 785 |
| Vanguard Star Fds | VXUS | Shares | $234K | 3K |
| Etf Ser Solutions | OPER | Shares | $229K | 2K |
| Ishares Tr | IJH | Shares | $224K | 3K |
| Visa Inc | V | Shares | $218K | 720 |
| Pjt Partners Inc | PJT | Shares | $210K | 2K |
| Dimensional Etf Trust | DIHP | Shares | $209K | 6K |
| Vanguard Specialized Funds | VIG | Shares | $209K | 972 |
| Procter & Gamble Co | PG | Shares | $203K | 1K |
| Vanguard Index Fds | VB | Shares | $201K | 766 |
| Lloyds Banking Group Plc | LYG | Shares | $68K | 14K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.